-11.0%
FLUT vs BTI
+72.6%
-83.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.6% | -0.8% |
| 7D | -3.6% | -2.0% | -1.6% | -3.3% |
| 30D | -0.3% | -3.4% | +3.1% | +0.2% |
| 3M | -12.6% | -9.0% | -3.6% | -11.4% |
| 6M | -8.0% | -5.0% | -3.0% | -7.5% |
| YTD | -54.1% | -0.3% | -53.8% | -54.3% |
| 1Y | -66.1% | +3.1% | -69.2% | -66.5% |
| 3Y | -45.0% | +111.0% | -156.0% | -52.8% |
| 5Y | -51.2% | +117.0% | -168.3% | -58.0% |
| All | -11.0% | +72.6% | -83.6% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BTI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling